Equity, Bottom-up Analyst, Investics Research

Sameer Taneja

A buy-side analyst with over 15 years of experience investing in Asian markets and specializing in the mid-small cap space, emphasizing value investing in companies with good free cash flows/dividends and long-term holding horizons. 
Exempt Financial Adviser (EFA) under CrossASEAN Research Pte Ltd. It is important to note that the information provided by Investics Research is based on publicly available data and own knowledge, which has been gathered and analyzed from a variety of sources. While every effort has been made to ensure the accuracy and completeness of the information provided, it is not guaranteed to be free from errors or omissions. All forecasts and estimates are based on information that has been obtained from public sources that are considered to be reliable. The sources include but are not limited to, company announcements, exchange filings, presentations, etc. Investics does not guarantee the accuracy and completeness of the forecasts, estimates, and/or other information.

Equity, Bottom-up Analyst

Keepers Holdings: Stellar Q3 2022/ More to Follow in Management Call on 16th November

Keepers Holdings: Highlights From The Q3 2022 Call / A Multibagger In The Making

Keeper's 50% Payout Ratio Makes The Yield Better and The Investment Exciting

Keepers Holdings (KEEPR PM): Stellar Results. Significant Upside Ahead

Keepers Holdings: Exciting Soundbites From Management Call for H1 2022

Keepers Holdings: 4.5x PE (Ex-Cash), Cash 50% of Mkt Cap, Structural Double Digit Growth

Investics Research

It is important to note that the information provided by Investics Research is based on publicly available data and own knowledge, which has been gathered and analyzed from a variety of sources. While every effort has been made to ensure the accuracy and completeness of the information provided, it is not guaranteed to be free from errors or omissions. All forecasts and estimates are based on information that has been obtained from public sources that are considered to be reliable. The sources include but are not limited to, company announcements, exchange filings, presentations, etc. Investics does not guarantee the accuracy and completeness of the forecasts, estimates, and/or other information.

Equity Bottom-up Research

Equity Bottom-Up

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<a href="https://www.smartkarma.com/entities/the-keepers-holdings-inc" target="_blank" data-smartkarma-citation="entities:23003:1" rel="noopener">The Keepers Holdings, Inc. (KEEPR PM)</a> correction in share price by 23% from the peak provides an opportunity with the stock trading at 7.4x/6.1x PE FY22e/23e (excluding Bodegas W&amp;H earnings).</li>
<li>The company will release its Q3 2022 earnings in early November, and we expect revenue and earnings growth to be &gt;25% YoY. </li>
<li>We also eagerly await more color on accretion to earnings from a 50% stake in Bodegas W&amp;H post which we expect the stock to be even cheaper.</li>
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The Keepers Holdings, Inc. (KEEPR PM) correction in share price by 23% from the peak provides an opportunity with the stock trading at 7.4x/6.1x PE FY22e/23e (excluding Bodegas W&amp;H earnings).
The company will release its Q3 2022 earnings in early November, and we expect revenue and earnings growth to be &gt;25% YoY. 
We also eagerly await more color on accretion to earnings from a 50% stake in Bodegas W&amp;H post which we expect the stock to be even cheaper.


Keepers Holdings: Global Market Weakness Creates Opportunity